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Agmt23 Economic and Planning Systems, Inc.
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Agmt23 Economic and Planning Systems, Inc.
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Last modified
9/22/2023 4:45:52 PM
Creation date
8/16/2023 12:26:43 PM
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Agreement
PROJECT NAME
Fees Audit and Reporting
RMP File Number
304.5
Date
7/7/2023
Amendment
Yes
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REV: 08-25-23 VR <br />stakeholder outreach efforts. A fee comparison and fee burden analysis will be prepared <br />as part of the first phase as well, although the timing of this analysis may occur later. The <br />second phase results in the preparation of the Annual/Five-Year Report for the 2022/2023 <br />fiscal year. Consultant will remain flexible and able to adapt to inevitable changes in policy <br />direction and circumstances. <br />Phase I <br />Task 1: Financial and Administrative Audit (July and August 2023) <br />Consultant will review pertinent materials related to the existing fee programs, such as <br />the fee schedules, the supporting nexus studies, the enabling ordinances and associated <br />resolutions, the project lists, the fund balances, reimbursement agreements, and <br />accounting practices. This task will inform what changes, if any, need to be considered <br />and incorporated from a best practices perspective. Consultant will work closely with <br />finance/accounting staff (or consultants) and legal counsel during this phase of work. <br />Phase I work provides critical input for the annual and five-year report that is prepared in <br />Phase II. Consultant will time this work concurrently with the update of any fees. <br />Consultant to Provide: Analysis of findings of the audit and recommendations for <br />the update (Consultant may be asked to provide a memorandum summarizing <br />these findings and recommendations). <br />Meetings: Weekly meetings (up to 8) with the Finance Department (or <br />financial/accounting expert) to discuss fund balances and accounting. Weekly check-ins <br />with City staff and legal counsel (up to 8). <br />Task 2: Transportation Impact Fee Nexus Study <br />Consultant will work with City staff, City counsel, and Hexagon Transportation <br />Consultants (Hexagon) to prepare the nexus study for the City’s updated transportation <br />development impact fee consistent with the requirements of the Mitigation Fee Act and <br />recently passed AB 602. It is understood that Hexagon will prepare the core technical <br />elements of the transportation impact fee study, including identifying the capital <br />improvement list and improvement costs, allocating costs to new development, and <br />estimating maximum, justifiable fees for each land use. <br />Task 2.1: Provide Input on Impact Fee Program Methodology/ Structure <br />Consultant will participate in teleconference call meetings with City staff and Hexagon to <br />stay abreast of progress on the technical work and provide perspectives based on <br />Consultant experience. Key topics to be discussed and addressed will include the <br />number and type of land uses, consideration of AB 602’s preference for fees on residential <br />development to be charged on a per square foot basis, and the importance of developing <br />ATTY/AGR.2023/Amend. No.1/Economic and Planning Systems, Inc. (EPS Fees Project) (Page 5 of 10)
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